Vulcan Materials CO — Form 8-K
Filed October 29, 2026 · analyzed by the 8-K Agent
8-K
— Neutral
significance 42/100
What the filing says
Vulcan Materials reported Q3 2026 revenues of $2,185M (down 4.7% YoY to $2,292M), with net earnings of $362M ($2.80 diluted EPS). Aggregates shipments fell 3% to 62.7M tons, but freight-adjusted prices rose 5% to $22.84/ton. The company completed two bolt-on acquisitions in Tennessee and southern Ohio and returned $417M to shareholders ($350M buyback, $67M dividends). Full-year 2026 Adjusted EBITDA guidance: ~$2,400M; management guides 2027 earnings growth with mid-to-high single-digit pricing.
Why this rating
Solid operational execution with pricing gains offsetting volume/cost headwinds; modest $290.6M acquisition spend relative to $34.4B market cap (0.8% of value); guidance for continued growth and modest leverage (2.0x debt/EBITDA) within target range; no transformational developments.
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